Kourtney Stuthard

1. FAQ
2. Products, Price Books, & Quotes

Question We have Products and Price Books we are no longer using, how can we remove them from Insightly? Answer Once a Product or Price Book is associated with an Opportunity or a Quote, you cannot...

• Edited April 15, 2019 22:39
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1. FAQ
2. Reporting

Question What objects can I use when creating reports in Insightly? Answer You can create reports from the following objects: Tasks Contacts Organizations Leads Opportunities Projects Events Notes...

• Edited April 12, 2019 22:44
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1. Sales and Project Management
2. Products, Price Books, and Quotes

After you've created your Products and Price Books, you will need to connect them to your Opportunities before you can start generating Quotes. Start by assigning a Price Book to an Opportunity. Ho...

• Edited April 12, 2019 22:27
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards Dashboard cards are the individual charts and graphs that populate your Dashboards. You can display several different cards on each Dashbo...

• Edited April 12, 2019 20:15
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards Sometimes you'll want to add existing cards to a new dashboard. Or maybe you'll create new cards that belong on multiple dashboards. There ...

• Edited April 12, 2019 18:31
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1. FAQ
2. Products, Price Books, & Quotes

Question Can I create a report for Products, Price Books, or Quotes? Answer At this time, you cannot create reports for Price Books. You can create reports for Products and Quote Line Items.

• Edited April 12, 2019 18:17
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1. FAQ
2. Products, Price Books, & Quotes

Question How do I clone a Price Book? Answer Open your Price Book. Click the Actions menu and select Clone This Price Book. Name the new Price Book. Click Save. To learn more, go to How to create...

• Edited April 12, 2019 18:14
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1. FAQ
2. Dashboards and Dashboard Cards

Question Which objects can be used to create Dashboard Cards? Answer Dashboard Cards can be created for: Contacts Events Leads Organizations Phone Calls Price Books Products Projects Quote Line It...

• Edited April 12, 2019 17:57
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

With custom calculated fields, you can create mathematical formulas using C# (C sharp). The formulas and their resulting values are based on the data in your records. Below are some examples of cus...

• Edited April 11, 2019 16:51
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1. Sales and Project Management
2. Products, Price Books, and Quotes

When you start making templates for merge documents or PDFs to upload into Insightly, you have the option to include IF THEN logic within them. You can use this logic to selectively include documen...

• Edited April 10, 2019 20:49
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